Sage 200 UKI Ideas Portal

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Transaction Enquiry

Aged Credit Summary at the bottom of each Customer Screen

Aged Credit Summary at the bottom of each Customer Screen the same as in Sage 50. This makes it very quick and easy to see what the account credit looks like at a glance without having to run a seperate report. In Sage 50 it has Current, 30 days, ...
Stuart Lancaster 21 days ago in Transaction Enquiry Idea Accepted - Gauging Support

Unallocated amount in transaction enquiry

In Supplier Transaction Query and Customer Transaction Query, instead of having "Allocated" amount we should have an option to add the Unallocated amount instead.
Leanne Mann almost 2 years ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Allocation Session

Both Professional and Standard for both Sales and Purchase Ledger On the Allocation Session Drilldown on Transaction Enquiries it shows what transactions were allocated and which user entered those transactions. However if you have a Invoice enter...
Andrew Siddles about 2 months ago in Allocate / Allocate / Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Could the accounting period number be visible in the purchase ledger please?

Given that Sage allows you to back-date a transaction and has both invoice date and posted dates, it can be challenging at month-end in terms of cut off. We were looking at our GRNI (goods received, not invoiced) info. It is not always easy to ide...
John Wilkins over 2 years ago in Transaction Enquiry Idea Accepted - Gauging Support

Add nominal narrative to customer/supplier screen

You can see the detail of the invoice/credit on the customer/supplier screen instead of drilling in at the bottom - can easily export to excel
Courtney Sharman about 1 year ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Add links between Sales transactions and SOP invoices, Purchase transactions and POP invoices

It's not unusual to want to drill down from a sales or purchase invoice/credit note to the SOP/POP invoice. At present, the database structure makes this difficult or impossible as it depends on the transaction reference - which can be amended. A ...
Geoff Turner about 4 years ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Add due date to Transaction Query

Add the due date to supplier transaction enquiry as its own column
Leanne Mann almost 2 years ago in Transaction Enquiry Idea Accepted - Gauging Support

Be able to re-size the "Transactions" section within the "Customer Transaction Enquiry" screen

It'd be useful if you could adjust the height of the "Transactions" section when in the "Customer Transaction Enquiry" screen. Sometimes there might be one transaction with lots of lines in the nominal sub-section, or several invoices in the alloc...
John Wilkins over 1 year ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Sales and Purchase Ledger Transaction Enquiries - setting to choose whether to sort descending or ascending

In credit control & payment control circumstances, users wish to see the oldest transactions first when loading a transaction enquiry as these are the transactions most likely to need attention, they can click on the column to change the sort ...
Saeed Malik about 8 years ago in Transaction Enquiry / Transaction Enquiry Idea Accepted - Gauging Support

Nominal ledger period posted shown in purchase ledger

I would like to be able so from the nominal drilldown on the purchase tab the period in which the transaction was posted
Wiliam Merrick over 2 years ago in Transaction Enquiry Idea Accepted - Gauging Support